What does a financial advisor do?
A financial advisor gathers data, analyzes it, prepares, and recommends strategies for financial planning and investments tailored to your profile and goals.
Who needs a financial advisor?
Anyone with assets who wants to create a financial plan and invest for the future can benefit from a financial advisor. It’s always valuable to have expert guidance in managing your assets.
How do I choose the right service for me?
Reach out to us at infomarkets@activestwm.com or fill out our contact form. We’ll guide you in selecting the service that best fits your needs and financial objectives.
What is a Multi-Family Office?
A Multi-Family Office is a service structure designed to provide personalized advice and management for financial, tax, structural, and estate matters.
When do I need a Multi-Family Office?
A multi-family office is ideal when you want to manage, invest, and preserve your wealth efficiently with the help of a third party, reducing the costs typically associated with a single-family office.
What is the difference between Wealth Management and Family Office?
Wealth Management focuses on investment strategies, while a Multi-Family Office offers a comprehensive solution to help you organize and manage your entire wealth.